Olivia's reviews
Reviewed for
Insurance and Protection ( 9 )
Pensions ( 27 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 65 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 24 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 50 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 21 )
£100k - £200k ( 7 )
Up to £50k ( 6 )
£50k - 100k ( 11 )
Review
by a verified client in North Yorkshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
About to retire
How has Olivia Vickers helped you?
New investment
Have you seen the outcome you were hoping for?
Too soon to tell
What could they have done better?
Very happy with the service I’ve so far received
Review
by a verified client in North Yorkshire
10 days ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
We had money in various accounts that wasn’t making much interest so we decided to go with adviser to see if improvements could be made
How has Olivia Vickers helped you?
She showed us better ways of investing our money
Have you seen the outcome you were hoping for?
We are on the path to a better outcome
What could they have done better?
We are quite happy with the way our investments are going
Review
by a verified client in North Yorkshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for growth on savings which couldn’t be achieved through bank accounts. Wanted face to face informed advice at local level.
How has Olivia Vickers helped you?
Protecting investments with steady growth
Have you seen the outcome you were hoping for?
The market has been very volatile during the period of investment however protecting our investment is priority in the future and latest advice will hopefully achieve that goal.
What could they have done better?
Very little could be done to off set the worldwide and national problems which affected the markets over the last eight years.
Review
by a verified client in North Yorkshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a legacy sum and wanted to look at options for investment for the middle to long term.
How has Olivia Vickers helped you?
Olivia listened to my explanation of my financial and family situation and helped me to understand my approach to risk and future goals. She proposed an investment option to match my requirements. This option also included scope for future additions or adjustments if needed. Olivia ensured that my questions were answered and provided a lot of information about the investment and past performance figures.
Have you seen the outcome you were hoping for?
Yes in that I have been able to make an investment and feel confident that the outcome over the mid to long term will be as expected.
What could they have done better?
I can't think of anything.
Review
by a verified client in North Yorkshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to diversify my SIPP from being 100% exposed to market forces, as I enter the retirement phase of my life.
How has Olivia Vickers helped you?
Olivia explained all options very clearly and eloquently, put me under no pressure or timescales and went totally at my pace, providing information and answers to my questions along the journey.
Have you seen the outcome you were hoping for?
Yes. Very happy with the outcome. Olivia had come up with a perfect solution for my circumstances
What could they have done better?
Nothing